FWL INVESTMENT MANAGEMENT, LLC
Top Portfolio Positions
212 positions ·
$318,894,239 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LNG |
Cheniere Energy, Inc.
Energy
|
96,915 | $27,500,600 | 8.62% | |
| NVDA |
Nvidia Corp
Technology
|
114,911 | $20,040,478 | 6.28% | |
| WMB |
Williams Companies, Inc.
Energy
|
261,577 | $19,037,574 | 5.97% | |
| MDT |
Medtronic plc
Healthcare
|
206,090 | $17,857,698 | 5.60% | |
| GLD |
Spdr Gold Trust
|
39,321 | $16,919,433 | 5.31% | |
| ETR |
Entergy Corp /De/
Utilities
|
142,000 | $15,955,120 | 5.00% | |
| MU |
Micron Technology Inc
Technology
|
42,810 | $14,462,930 | 4.54% | |
| CCJ |
Cameco Corp
Energy
|
129,651 | $14,081,395 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
37,022 | $13,704,433 | 4.30% | |
| LSTR |
Landstar System Inc
Industrials
|
82,399 | $13,209,383 | 4.14% |
Portfolio Trend
22 quarters · across all stocks
Holdings in LSTR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,209,383 | 82,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,898,564 | 13,212 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||